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Our financial advice team


Shay Smithwick-Hann Ameriprise Financial Advisor

Shay Smithwick-Hann

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Granite Peak Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Interests

I enjoy spending time with my family and taking part in many outdoor activities including boating, waterskiing and golfing.

Community participation

Montana Food Bank Network Volunteer 2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • University of Montana-Missoula; Bachelor of Science in Finance and Economics
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